Compass Wealth Management’s Intuit INTU Stock Holding History

Compass Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,795	Closed	-$3.27M	–	109
2025 Q3	$3.27M	Sell	4,795 -75	-2%	-$54.1K	0.73%	53
2025 Q2	$3.84M	Hold	4,870	–	–	0.91%	41
2025 Q1	$2.99M	Sell	4,870 -165	-3%	-$99.1K	0.76%	53
2024 Q4	$3.16M	Sell	5,035 -193	-4%	-$123K	0.76%	49
2024 Q3	$3.25M	Sell	5,228 -35	-0.7%	-$22.3K	0.76%	51
2024 Q2	$3.46M	Hold	5,263	–	–	0.85%	42
2024 Q1	$3.42M	Sell	5,263 -100	-2%	-$63.8K	0.86%	43
2023 Q4	$3.35M	Sell	5,363 -251	-4%	-$138K	0.94%	41
2023 Q3	$2.87M	Sell	5,614 -10	-0.2%	-$5.06K	0.9%	37
2023 Q2	$2.58M	Sell	5,624 -50	-0.9%	-$21.9K	0.78%	43
2023 Q1	$2.53M	Sell	5,674 -5	-0.1%	-$2.05K	0.8%	42
2022 Q4	$2.21M	Buy	+5,679	New	+$2.25M	0.72%	48

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Compass Wealth Management's INTU Position: Q4 2025 in Review

Compass Wealth Management sold out of Intuit (INTU) in Q4 2025, closing a stake of 4,795 shares — an estimated $3.27M sold.

Compass Wealth Management first reported a position in INTU in Q4 2022 and held it in 12 quarters. The position peaked at $3.84M in Q2 2025. 2,258 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

Compass Wealth Management reported no remaining Intuit position as of Q4 2025 after selling out during the quarter.
Compass Wealth Management sold 4,795 Intuit shares in Q4 2025, an estimated $3.27M.
Compass Wealth Management first reported a position in Intuit in Q4 2022 and held it in 12 quarters.
Compass Wealth Management's Intuit position peaked at $3.84M in Q2 2025.
2,258 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.